Jessica, a CERTIFIED FINANCIAL PLANNER® professional and Retirement Income Certified Professional®, has been a member of the Eagle Wealth Strategies team since 2005. She holds a bachelor's degree in finance from Rowan University. She became a partner of the firm in January 2024.
Jessica is passionate about using her expertise in complex financial planning topics to help our clients maximize, protect, and ultimately enjoy the culmination of their life’s work. She leads our team in the delivery of goals-based planning, helping individuals and families experience the peace of reaching the financial goals that are important to them. Jessica assures consistency of the EWS client experience and provides quality control for the utilization and communication of our financial planning processes. Additionally, she is responsible for directing and overseeing our leadership team to achieve the vision and goals set forth by our firm.
Jessica resides in Pitman, NJ with her husband, Dave, and their daughter. An avid runner and frequent traveler, she is working toward her goal of completing a half marathon in all 50 states.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
